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世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ
メガAUM
2,000億ドル超
AUMが大きい
100億〜2,000億ドル
中規模AUM
20億ドル~100億ドル
運用資産が少ない
2億5,000万ドル~20億ドル
小規模AUM
2億5,000万ドル未満
10%未満
20%未満
40%未満
60%未満
80%未満
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名前 | AUM |
AUM 増加率 |
AUM 成長率% |
四半期 推定リターン |
3年間の推定リターン | 保有銘柄 | ポートフォリオ回転率 |
平均保有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
Creative Financial Designs
Kokomo,
Indiana
| $8.58億 | +$796万 | +0.9% | 2.59% | 56.2% | 1,562 | 9.99% | 2.6 |
|
| 1977 |
1977
Hilltop Holdings
Dallas,
Texas
| $8.57億 | +$3510万 | +4% | 0.92% | 96.7% | 646 | 23.22% | 3.4 |
|
| 1978 |
1978
PSG Equity
Boston,
Massachusetts
| $8.57億 | -$1.55億 | -15% | 15.3% | 13.7% | 1 | 0% | 1.8 |
|
| 1979 |
1979
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $8.56億 | -$1.96億 | -19% | 4.21% | 25.8% | 149 | 46.31% | 0.7 |
|
| 1980 |
1980
Commodore Capital
New York
| $8.56億 | -$3433万 | -4% | 19.6% | 2,121% | 33 | 30.3% | 0.9 |
|
| 1981 |
1981
Ally Invest Advisors
Charlotte,
North Carolina
| $8.55億 | -$2052万 | -2% | 4.19% | 41.1% | 56 | 8.93% | 1.8 |
|
| 1982 |
1982
Seven Eight Capital
New York
| $8.55億 | +$2.5億 | +41% | 6.56% | 13.6% | 788 | 66.88% | 0.2 |
|
| 1983 |
1983
BIT Capital
Berlin,
Germany
| $8.55億 | -$2.24億 | -21% | 3.1% | 1,162% | 167 | 44.91% | 0.9 |
|
| 1984 |
1984
Globeflex Capital
San Diego,
California
| $8.54億 | -$4199万 | -5% | 2.48% | 186% | 519 | 21% | 2.2 |
|
| 1985 |
1985
Southernsun Asset Management
Memphis,
Tennessee
| $8.54億 | -$9436万 | -10% | 6.63% | 54.7% | 27 | 3.7% | 5.3 |
|
| 1986 |
MAM
1986
Mastrapasqua Asset Management
Nashville,
Tennessee
| $8.53億 | -$3603万 | -4% | 2.16% | 54.9% | 155 | 7.74% | 4.1 |
|
| 1987 |
1987
Arrow Financial
Glens Falls,
New York
| $8.53億 | +$2410万 | +3% | 3.58% | 71.1% | 352 | 10.23% | 6.6 |
|
| 1988 |
1988
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $8.53億 | +$1.76億 | +26% | 4.93% | 95.1% | 112 | 50.89% | 0.8 |
|
| 1989 |
1989
Banc Funds Company
Chicago,
Illinois
| $8.53億 | +$370万 | +0.4% | 3.11% | 69% | 156 | 5.13% | 5.6 |
|
| 1990 |
1990
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $8.52億 | -$4135万 | -5% | 3.4% | 62.2% | 244 | 6.97% | 3.6 |
|
| 1991 |
1991
Stokes Family Office
New Orleans,
Louisiana
| $8.52億 | -$1353万 | -2% | 2.93% | 68.1% | 363 | 15.43% | 2 |
|
| 1992 |
SBCM
1992
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $8.52億 | -$2.08億 | -20% | 0.05% | 72.3% | 53 | 13.21% | 5.6 |
|
| 1993 |
1993
Unison Advisors
Washington,
District of Columbia
| $8.5億 | -$5065万 | -6% | 1.73% | 54.6% | 180 | 1.11% | 2.8 |
|
| 1994 |
1994
Amica Mutual Insurance
Providence,
Rhode Island
| $8.5億 | -$3428万 | -4% | 3.04% | 80.4% | 106 | 10.38% | 4.7 |
|
| 1995 |
WDA
1995
Wendell David Associates
Portsmouth,
New Hampshire
| $8.5億 | -$3538万 | -4% | 2.54% | 46% | 158 | 8.23% | 7.3 |
|
| 1996 |
1996
Certuity
North Palm Beach,
Florida
| $8.49億 | -$3059万 | -3% | 2.35% | 190% | 292 | 17.47% | 1.9 |
|
| 1997 |
1997
Howe & Rusling
Rochester,
New York
| $8.47億 | -$4640万 | -5% | 3.12% | 82% | 348 | 14.66% | 4.8 |
|
| 1998 |
HEC
1998
Hudson Executive Capital
New York
| $8.46億 | +$1762万 | +2% | 3.11% | 127% | 5 | 20% | 3.5 |
|
| 1999 |
1999
Private Capital Management (Florida)
Naples,
Florida
| $8.46億 | +$465万 | +0.6% | 1.41% | 118% | 160 | 23.13% | 1.9 |
|
| 2000 |
2000
Edgemoor Investment Advisors
Bethesda,
Maryland
| $8.46億 | -$3949万 | -4% | 3.24% | 109% | 162 | 6.17% | 5 |
|